User Guide
Everything you need to know to get the most out of SIMPLIFIX™.
Support & Instructions
Welcome to SIMPLIFIX for Auto Repair!
Our platform provides a fully compliant solution for no-cost payment processing, designed to protect your profits while delivering a better customer experience.
If you haven't received an email from no-reply@myrateremover.com you can request a new password here.
Need help?
Contact us at support@mysimplifix.com for quick answers.
Contact Us
Our Merchant Support Team is available Monday through Friday, 8:00 AM – 8:00 PM Eastern Time.
Getting Started with SIMPLIFIX for Auto Repair
Getting Started
Estimates & Repair Orders
Payments & Reporting
Quick Start Videos
PartsTech Connection
Connect your PartsTech account to SIMPLIFIX and start ordering parts directly from your estimates. Access over 225 suppliers and 30,000+ locations.
Configure Your Account
Set up your shop information, business hours, contact details, and customize your account settings to match your workflow.
Add a User
Learn how to add team members to your account, set permissions, and manage user access levels for your shop staff.
Add Technicians
Set up your technician profiles to assign jobs, track labor hours, and manage workload across your team.
Shop Setup
Managing Customers
Build your customer database, track vehicle history, and manage customer information for better service and follow-ups.
Labor & Invoice Items
Configure your labor rates, create custom invoice items, and set up pricing structures that work for your shop.
Customer Pricing Options
Set up dual pricing, fleet discounts, and custom pricing tiers for different customer types.
Creating Reports
Generate sales reports, track technician productivity, and analyze your shop's performance with built-in reporting tools.
Estimates & Repair Orders
Scheduling
Manage your shop calendar, schedule appointments, and keep your workflow organized with the scheduling tools.
Creating an Estimate/RO
Build professional estimates and repair orders quickly using labor guides, parts lookup, and custom line items.
Approval Process
Send estimates for customer approval via text or email. Track approval status and get digital signatures.
Ordering Parts
Order parts directly from your estimate using PartsTech integration. Compare prices across suppliers and track orders.
Converting to Invoice
Convert approved estimates to invoices with one click. Review final charges and prepare for payment collection.
Payments & Reporting
Receiving Payment
Process payments with dual pricing, send payment links, and use the integrated terminal for in-person transactions.
Credit/Discount
Apply credits, discounts, and adjustments to invoices. Manage customer account balances and promotional pricing.
QuickBooks Integration
Sync your invoices and payments with QuickBooks Online. Keep your accounting up to date automatically.
Since card fees are deducted daily from deposits, a clearing account may be beneficial. See Set up a Clearing Account.